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STON

StoneMor Inc.

Delisted

STON was delisted on the 3rd of November, 2022.

40 hedge funds and large institutions have $69.9M invested in StoneMor Inc. in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

3% more funds holding

Funds holding: 3940 (+1)

2% more capital invested

Capital invested by funds: $68.7M → $69.9M (+$1.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
8
Reduced
7
Closed
5
Calls
$19K
Puts
Net Calls
+$19K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$56.6M +$16.1M +23,287,672 +47%
MP
2
Mangrove Partners
Connecticut
$7.22M -$292K -423,501 -4%
Morgan Stanley
3
Morgan Stanley
New York
$2.66M -$301K -435,952 -11%
Goldman Sachs
4
Goldman Sachs
New York
$928K +$109K +157,847 +15%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$536K
Millennium Management
6
Millennium Management
New York
$420K +$360K +522,786 +3,076%
Bank of America
7
Bank of America
North Carolina
$395K +$131K +190,093 +60%
BCM
8
Bridgeway Capital Management
Texas
$266K +$236K +341,900 New
UBS Group
9
UBS Group
Switzerland
$168K +$5.81K +8,422 +4%
WPEP
10
Walnut Private Equity Partners
Nebraska
$145K
LA
11
Legacy Advisors
Pennsylvania
$116K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$110K +$97.9K +142,009 New
CGA
13
Crescent Grove Advisors
Illinois
$82K +$2.12K +3,072 +3%
WP
14
WealthPLAN Partners
Nebraska
$76K
Northern Trust
15
Northern Trust
Illinois
$31K +$27.4K +39,755 New
RJA
16
Raymond James & Associates
Florida
$26K -$419 -607 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$16K -$718 -1,041 -5%
TPW
18
Tiller Private Wealth
Pennsylvania
$15K
Creative Planning
19
Creative Planning
Kansas
$14K -$2.27K -3,300 -16%
EP
20
Eudaimonia Partners
Tennessee
$14K +$12.1K +17,543 New
Victory Capital Management
21
Victory Capital Management
Texas
$12K +$2.32K +3,368 +29%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$11K
TRCT
23
Tower Research Capital (TRC)
New York
$11K +$10.1K +14,676 New
Citadel Advisors
24
Citadel Advisors
Florida
$10K +$9.13K +13,248 New
IFG
25
Independent Financial Group
California
$9.29K

STON Hedge Fund Activity: Q2 2020 in Review

40 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q2 2020, worth a combined $69.9M — up 1.7% from $68.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new STON positions and 5 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Axar Capital Management, adding an estimated $16.1M. The largest seller was Morgan Stanley, cutting an estimated $301K.

  • 40 institutional investors held StoneMor Inc. (STON) as of Q2 2020, up from 39 in Q1 2020.
  • Funds reported $69.9M of StoneMor Inc. stock for Q2 2020, up 1.7% quarter-over-quarter.
  • 7 funds opened new StoneMor Inc. positions in Q2 2020 and 5 closed out, a net change of +2 holders.
  • The largest StoneMor Inc. buyer in Q2 2020 was Axar Capital Management, an estimated $16.1M added.
  • The largest StoneMor Inc. seller in Q2 2020 was Morgan Stanley, an estimated $301K sold.

Based on aggregated 13F filings for Q2 2020.